JOB TITLE:

Pension Control Clerk 1

DEPARTMENT:

Pension

REPORTS TO:

Tracy Thompson

JOB DUTIES:

Provides service to the participants of the Pension Funds administered by ZAS.

Responsibilities include:

• Processing requests for change of address, direct deposit, federal withholding deductions, stop payment orders and verification of income.
• Processing of deceased/suspended participants, retirees and beneficiaries.
• Processes issuance of manual checks and voided checks.
• Balances and proofs monthly benefit payment cut-off.
• Prepares Statistical Reports, Approved Lists, Retirement Register Lists, Federal Withholding Lists, Out of Country and NRA Lists on a periodic basis.
• Researches stale dated checks and follow-ups with retirees.
• Prepares documentation and assists with follow-up on Incompetent/Incapacitated Retirees and Beneficiaries, Certification of Disability and Certification of Disabled Pensioner's Continued Disability.
• Processes semi-monthly disability benefit payments and prepares cover letters to claimants and employers.
• Prepares check transmittal registers to the bank for semi-monthly disability benefit payments.
• Establishes total amount for transfer of funds on lump-sum benefit payouts.
• Documents participant interaction via utilization of the Encounter Tracking System (or equivalent system).
• Provides back-up assistance to retirees with address changes, stop payment orders, and direct deposit inquiries.
• Assists in processing of verification of income forms from various agencies.
• Performs various clerical duties (typing, filing, copying, microfilm and microfiche research, etc.) as required.
• Provides back-up assistance to the receptionist in answering telephone and handling walk-ups.
• Performs data entry of month end cutoff.
• Prepares and processes approval letters for new retirees.
• Must meet the departments' quality and production standards for this job, as provided on the work standards grid.

JOB REQUIREMENTS:

Minimum Education & Experience

HS or GED.

Computer Operations

• Must be PC literate.
• Demonstrates strong working knowledge of Microsoft Excel & Word
• Typing skills to meet or exceed 35 WPM
• General knowledge of 10-key.

Mental/Visual concentration or Manual Dexterity

• Requires normal concentration
• easily learned simple movements.

Physical Work Environment

• Normal degree of physical effort in typical office environment with comfortable, constant temperatures and absence of objectionable elements.

Competencies:

• May be subject to interruptions.
• May be required to lift a maximum of 25 lbs. Must be able to have flexible work schedule when workflow requires
• Meets established attendance and punctuality guidelines.

Customer Focus

Understand customer needs, both internal and external.

Quality Focus

• Looks for opportunities to provide the highest quality service. Maintains appropriate documentation.
• Works with other employees/departments to ensure timely and quality service.

Analysis

• Strong analytical/problem solving skills Strong research skills
• Mathematical proficiency required.

Communication

• Solid written, verbal and presentation skills.
• Listens actively and communicates effectively with participants, co-workers, clients, employers and vendors.

Interpersonal Relations

• Assists participants, co-workers, clients, employers and vendors in a friendly, courteous, and professional manner.
• Uses courtesy in communication and working with others.
• Works with other employees/departments to ensure timely and quality service.
• Patience and rapport with others required.

Teamwork

• Works well in a team environment with minimal supervision.
• Contributes to team tactics to meet defined goals.
• Supports a work environment that is conducive to team productivity.
• Accepts team decisions and works toward implementation.

Positive Attitude

• Highly motivated.
• Demonstrates flexibility and resilience when faced with multiple demands and shifting priorities.

Integrity

• Approaches all business decisions and actions guided by sound personal and professional beliefs.
• High level of credibility and confidentiality.
• Earns trust by dealing honestly and following through on commitments.

SALARY:

Level III

TESTING:

• Pre-Employment Test for new hires.
• Typing Test.
• MS Word and Excel.

BID INSTRUCTIONS:

Interested applicants should apply through our new ATS system

https: //zenithamerican.applicantpro.com/internaljobs/ by COB Friday, March 28, 2024. EMail

recruiting@zenith-american.com If you have any questions. The link can also be found on our intranet.

Zenith American Solutions

Real People. Real Solutions. National Reach. Local Expertise.

We are currently looking for a dedicated, energetic employee with the necessary skills, initiative, and personality, along with the desire to get the most out of their working life, to help us be our best every day.

Zenith American Solutions is the largest independent Third Party Administrator in the United States and currently operates over 44 offices nationwide. The original entity of Zenith American has been in business since 1944. Our company was formed as the result of a merger between Zenith Administrators and American Benefit Plan Administrators in 2011. By combining resources, best practices and scale, the new organization is even stronger and better than before.

We believe the best way to realize our better systems for better service philosophy is to hire the best employees. We're always looking for talented individuals who share our dedication to high-quality work, exceptional service and mutual respect. If you're interested in working in an environment where people - employees and clients - really matter, consider bringing your talents to Zenith American!

We realize the importance a comprehensive benefits program to our employees and their families. As part of our total compensation package, we offer an array of benefits including health, vision, and dental coverage, a retirement savings 401(k) plan with company match, paid time off (PTO), great opportunities for growth, and much, much more!